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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA | $79.4M | 500000 | 10.46% |
| 2 | MICROSOFT CORP | $61.7M | 140000 | 8.13% |
| 3 | APPLE COMPUTER INC | $59.7M | 275400 | 7.87% |
| 4 | ALPHABET INC-CL A | $54.8M | 265000 | 7.23% |
| 5 | AMAZON.COM | $47.5M | 254000 | 6.26% |
| 6 | NETFLIX INC | $26.0M | 25500 | 3.43% |
| 7 | INTUITIVE SURGICAL INC | $23.7M | 62150 | 3.12% |
| 8 | SERVICENOW INC | $21.9M | 28000 | 2.89% |
| 9 | MASTERCARD INC | $21.0M | 43450 | 2.77% |
| 10 | APPLIED MATERIALS | $20.3M | 116300 | 2.67% |
| 11 | UNITED RENTALS INC | $18.8M | 23200 | 2.48% |
| 12 | BROADCOM INC | $18.8M | 67000 | 2.48% |
| 13 | ELI LILLY & CO | $17.5M | 27000 | 2.31% |
| 14 | SYNOPSYS | $17.2M | 41000 | 2.27% |
| 15 | STRYKER | $16.6M | 52750 | 2.19% |
| 16 | CADENCE DESIGN SYS INC | $15.7M | 52500 | 2.07% |
| 17 | VISA INC-CLASS A SHARES | $15.4M | 53000 | 2.03% |
| 18 | THERMO FISCHER SCIEN | $15.1M | 36650 | 1.99% |
| 19 | KLA Corp | $14.7M | 16000 | 1.94% |
| 20 | SHERWIN-WILLIAMS CO/THE | $14.4M | 48800 | 1.90% |
| 21 | SALESFORCE | $13.9M | 69000 | 1.83% |
| 22 | S&P GLOBAL | $12.5M | 30250 | 1.65% |
| 23 | BOOKING HOLDINGS INC | $12.2M | 2650 | 1.60% |
| 24 | EDWARDS LIFESCIENCES CORP | $12.0M | 182000 | 1.59% |
| 25 | HOME DEPOT | $12.0M | 34700 | 1.58% |
| 26 | DANAHER | $11.3M | 67000 | 1.49% |
| 27 | MSCI INC | $11.3M | 23300 | 1.48% |
| 28 | ADOBE INC | $11.2M | 37350 | 1.48% |
| 29 | FASTENAL | $9.6M | 230000 | 1.27% |
| 30 | ACCENTURE PLC | $9.6M | 45550 | 1.26% |
| 31 | WALMART INC | $8.2M | 93500 | 1.08% |
| 32 | LOWE'S COS | $7.9M | 37000 | 1.04% |
| 33 | MARSH & MCLENNAN COS | $7.4M | 43000 | 0.97% |
| 34 | MCDONALD'S CORP | $7.4M | 28500 | 0.97% |
| 35 | LINDE PLC | $7.0M | 17300 | 0.92% |
| 36 | UNION PACIFIC CORP | $7.0M | 34700 | 0.92% |
| 37 | EQUINIX INC | $6.7M | 10100 | 0.89% |
| 38 | QUANTA SERVICES INC | $6.0M | 17000 | 0.79% |
| 39 | WALT DISNEY CO/THE | $5.3M | 54500 | 0.70% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.